Filed December 30, 1992
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $70,845 |
DELAWARE VALLEY RETIREMENT, INC.4+ years Service code 15 · EIN 20-2055473 | Recordkeeping | $16,141 |
IRON-CO-FID-COMPREHENSIVE4+ years Service code 26 · EIN 26-2409128 | Advisory (Participants) | $7,220 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,710 | $57,384-11.6% | $106,387-52.3% | $56,287-9.9% |
| Participation rate | 70.1% | 71.3%-1.3pp | 77.5%-7.4pp | 69.9%+0.2pp |
| Annual return | -1.12% | 5.91%-7.0pp | 0.25%-1.4pp | -9.96%+8.8pp |
| Employer contribution / active EE | $1,381 | $2,348-41.2% | $3,520-60.8% | $2,111-34.6% |
| Participant deferral / active EE | $2,581 | $3,799-32.0% | $5,421-52.4% | $3,350-22.9% |
| Admin fee / account holder | $539 | $566-4.8% | $7,510-92.8% | $521+3.5% |